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Who we are
We are an award-winning SMSF specialist team, dedicated to educating professionals and providing compliant SMSF legal, pension, and compliance documents.
Our mission at Smarter SMSF is to help accountants, financial advisers and other professionals to comply with the complexities of SMSFs to allow your clients to take control of their own retirement.
We deliver this through technology-based solutions providing automated specialist SMSF documentation and accredited CPD education, available as a cost-effective subscription to suit the size of your business, or simply pay-as-you-go.
2011
Business was established
25+
years of SMSF experience
Who we work with
Smarter SMSF works with various professionals within the SMSF sector through our accredited education and document solutions.
Accountants
As a trusted advisor, you play an important role in managing your client’s SMSF affairs to navigate complex tax and super laws. Stay up-to-date with our education solutions and create specialist documents to keep your client’s compliant.
Financial Advisers
Take control of the implementation of your specialist advice to SMSF clients. Learn key strategies through our education and create documents to setup, manage and control the client relationship as the licensed financial adviser.
Legal Practices
Create documents to support client transactions allowing you to efficiently utilise specialist SMSF precedents that ensure that your clients can take full advantage of the current super and tax laws.
SMSF Administrators
Keep yourself up-to-date to support your clients through our education, whilst utilising the SMSF specialist document suite to manage and grow your SMSF offering, leveraging the efficiencies via your SMSF software integration with BGL, Class and SuperMate.
Dealer Groups
As dealer group, take on the responsibility to provide your advisers with accredited SMSF education by a recognised specialist, along with the ability to create an approved range of specialist and legally backed documents to support the advisers to work with their SMSF clients.
Want to find out more?
Get in contact with us:
- by phone on 1300 94 95 76
- Email team@smartersmsf.com
create docs a smarter way
Create from 80+ SMSF legal, pension and compliance documents that are built and maintained by SMSF specialists, that allow you to save time and money by leveraging technology, and are legally-backed to ensure compliance with the current tax and super laws.
be smarter than the average
As an accredited education with the SMSF Association, Smarter SMSF provides structured CPD/CPE solutions through online SMSF courses and ongoing specialist SMSF training – available to purchase or as a subscription for you and your team.
What our clients say
Ati Ardian – Pascoe Partners Accountants
SMSF Manager
As a member, I love that we have access to what is going on with super legislation via webinar updates and the ability to watch these at anytime via the Smarter SMSF platform. It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion.
Kylie Anderson – RJS Accounting
Director
As a small firm it is great having access to training, documents and support and when needed to deliver a high level of service to our clients. The response time is incredible and the BGL integration to create these documents for our clients is invaluable, saving us significant time.
Trent Alexander
I get great value from my membership. Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.
Kylie Anderson
We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics. Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly! It is an excellent resource for our accounting business.
Kylie Anderson
We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics. Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly! It is an excellent resource for our accounting business.
Damian Monahan
Aaron always presents in a clear, easy to understand manner and we can take away insights that can be use in a very practical way in dealing with days to day client matters.
Proud to call our clients
